Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 3-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,632 | $108,825-75.5% | $156,181-82.9% | $82,448-67.7% |
| Participation rate | 83.7% | 72.4%+11.4pp | 78.8%+4.9pp | 68.1%+15.7pp |
| Annual return | 62.13% | 20.59%+41.5pp | 64.87%-2.7pp | 41.64%+20.5pp |
| Employer contribution / active EE | $3,561 | $2,870+24.1% | $4,294-17.1% | $2,551+39.6% |
| Participant deferral / active EE | $8,058 | $4,577+76.0% | $6,132+31.4% | $4,139+94.7% |
| Admin fee / account holder | $166 | $9,341-98.2% | $14,586-98.9% | $7,234-97.7% |